The U.S. Energy Information Administration projected in March 2026 that American power demand will climb to a new record in 2026 and keep rising through 2027, driven largely by AI data centers. Nuclear is one of the few energy sources positioned to absorb that load reliably, and its share of the generation mix is forecast to tick up. That structural shift is already visible in the market, with these three ETFs posting strong gains over the past year as the underlying thesis continues to build.
This post originally appeared at 24/7 Wall St.